FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


We all have questions about investments and finances.  We will be sharing our financial articles and tips, as well as, interesting content from around the web.  Once in a while, we may throw in an update on Gracie, our office mascot or some other surprise. So keep checking in. We’re glad to have you reading along.


Friday, May 2, 2014

As I write this, the media is full of scary stories about an imminent stock market correction due to the recent uptick in volatility and distance from the last market downturn.I’d like to offer some perspective on what a correction is...


Friday, January 3, 2014

Get your New Year started on the right financial foot. Take a look at my recent article in the Charleston Daily Mail.


Monday, December 30, 2013

I came across this article and thought it illustrated perfectly how free markets, competition and productivity gains have improved our quality of life over the years. Christmas Shopping 1958 vs 2012


Monday, December 23, 2013

Be sure to check out the Charleston Daily Mail on December 30th. We will have an article full of financial tips for the new year in the business section.